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Financial ADVSR advisor directory · SEC adviser records

Winthrop Capital Management financial advisors in Carmel, IN

Every SEC-registered investment adviser representative at a Winthrop Capital Management office in Carmel, A to Z.

The short answer

3 registered advisors work at Winthrop Capital Management in Carmel, out of 4 at the firm nationwide; it ranks number 43 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Winthrop Capital Management advisors in Carmel, A to Z

Every Winthrop Capital Management advisor →

Winthrop Capital Management advisors in every city and state →Winthrop Capital Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Winthrop Capital Management advisors in other cities

Columbus, OH 1

Other firms in Carmel

All Carmel advisors →

Valeo Financial Advisors, LLC 86Capital Client Group, Inc. 68Raymond James & Associates, Inc. 39Oxford Financial Group, Ltd. 33Archer Investment Corporation 29LPL Financial LLC 27Shepherd Financial Investment Advisory LLC 26Valic Financial Advisors, Inc. 23Goelzer Investment Management 22Charles Schwab & Co., Inc. 17Edward Jones 16Strategic Advisers LLC 16

Questions

How many financial advisors does Winthrop Capital Management have in Carmel?

3 investment adviser representatives are registered at Winthrop Capital Management offices in Carmel, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Winthrop Capital Management one of the largest advisor employers in Carmel?

Winthrop Capital Management ranks number 43 in Carmel by registered advisors; Valeo Financial Advisors, LLC has the most, with 86.

How do I check a Winthrop Capital Management advisor in Carmel?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Winthrop Capital Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.